Thomas A. Swain, FSA, FCA, MAAA, EA, Principal

Experience highlights

Tom Swain has been a BPS&M principal since 1987 and is experienced in the design, funding, administration, and regulatory compliance of retirement and nonqualified deferred compensation plans. Tom is a frequent speaker on retirement plan issues at industry and actuarial conferences. In addition to his many speaking engagements, Tom regularly publishes articles on retirement and related employee benefits issues. He has an in-depth understanding of—and is highly skilled in implementing—the complex rules and regulations inherent in qualified retirement plans. His clients comprise a variety of employers, including governmental entities, not-for-profit, and for-profit private employers. He also has experience and expertise in providing consulting services for companies involved in mergers and acquisitions.

Education and professional designations

Tom received a Bachelor of Science degree in Mathematics from the University of North Carolina at Chapel Hill and earned membership in Phi Beta Kappa. He is a Fellow of the Society of Actuaries and an Enrolled Actuary.

Memberships

Tom is a member of the American Academy of Actuaries, a Fellow and Board Member of the Conference of Consulting Actuaries, and a member of the American Society of Pension Actuaries.